A law firm focusing on contested and uncontested Estate, Trust and Probate matters throughout the State of Florida, serving individuals, non-profit charitable organizations, and trust companies. Our mission is to provide quality, responsive, efficient, and cost-effective legal services. Terminating and modifying charitable trusts that are no longer functioning as the donor intended.
Advising Charities' planned giving and legacy personnel when named as a beneficiary in a Florida estate or trust. Monitoring and negotiating reasonable attorney, personal representative, and trustee fees. Representing Charities when named as the personal representative by decedents in their Wills. Serving individuals and institutional clients in fiduciary capacities (as trustee or attorney for the trustee).
Advising Charities' planned giving and legacy personnel when named as a beneficiary in a Florida estate or trust. Monitoring and negotiating reasonable attorney, personal representative, and trustee fees. Representing Charities when named as the personal representative by decedents in their Wills. Serving individuals and institutional clients in fiduciary capacities (as trustee or attorney for the trustee).
Services
The "front office" of the firm to greet clients at the office and answer clients' questions by email and telephone. Maintains the attorneys' calendars, case matter files, and office duties. Manages marketing, intake of new case matters, accounts receivable, and daily firm procedures.
Also, keeps a wholistic outlook on all cases with bi-monthly audits and strategy meetings to ensure matters are being efficiently managed by all team members and are cost-effective to the clients.Assists the lawyers and clients with their estate/ trust litigation and probate case matters by drafting and e-filing pleadings and scheduling all court events.
Also, keeps a wholistic outlook on all cases with bi-monthly audits and strategy meetings to ensure matters are being efficiently managed by all team members and are cost-effective to the clients.Assists the lawyers and clients with their estate/ trust litigation and probate case matters by drafting and e-filing pleadings and scheduling all court events.
